About
Peter Brodie serves as Chief Investment Officer at The Bryn Mawr Trust Company in Wayne, PA. In this leadership role, he oversees the firm’s investment strategy, portfolio management, and drives asset allocation decisions tailored to private wealth clients. His responsibilities include monitoring market trends, formulating investment policy, and guiding the development of innovative investment solutions for high-net-worth individuals and institutions.
Brodie specializes in multi-asset portfolios with a focus on traditional equities, fixed income, and alternative investments specific to the private wealth and trust sectors. His expertise encompasses risk management and strategic asset allocation across U.S. and global markets, aiming to deliver consistent long-term value to clients.
According to available records, Brodie’s professional background centers on his current position at Bryn Mawr Trust, and there is limited public information regarding previous roles or formal education credentials. He is recognized for his investment leadership and contributions to the regional trust and wealth management industry, although no major industry awards or external board positions have been cited in public sources.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Bryn Mawr Trust Company | Chief Investment Officer | Unknown to Present | — |
Others at BRYN Mawr Trust Co. (18)
| Name | Role | Location |
|---|---|---|
B Brandon Shuler | Senior Vice President, Senior Portfolio Manager | Berwyn, PA , United States |
B Brian Feldman | Trader | New York, NY , United States |
C Christopher Krumenacker | Senior Equity Research Analyst | Philadelphia, PA , United States |
| Quantitative Researcher | Smyrna, GA , United States | |
J James Hutchinson | Sr. Vice President and Investment Advisor | Philadelphia, PA , United States |
S Seth Dadds | Portfolio Manager and Head of Securities Research | United States |
| Investment Research Analyst | Exton, PA , United States | |
A Andrew Bass | Investment Associate | Philadelphia, PA , United States |
| SVP, Head of Macro Research | Philadelphia, PA , United States | |
A Anthony Lusi | Unemployed Trader | Bryn Mawr, PA , United States |